How to Add Custom GPTs to Whatsapp (OpenAI GPTs Tutorial)

Liam Ottley
18 Nov 202318:39

TLDRThis tutorial demonstrates how to integrate custom GPTs with WhatsApp, allowing access to its vast user base for business automation. It guides through setting up a lead generation chatbot using the Assistant API, Repl, and Mini Chat, and highlights the upcoming Agentive platform to simplify the process further.

Takeaways

  • ๐Ÿ“Œ The tutorial provides a step-by-step guide on integrating custom GPTs with WhatsApp for business automation.
  • ๐Ÿš€ By connecting GPTs to WhatsApp, users can tap into its over 2 billion monthly active users for tasks like customer support, lead generation, and appointment setting.
  • ๐Ÿ› ๏ธ The process involves using the Assistant API within Replit and connecting it to Mini Chat, which then communicates with WhatsApp.
  • ๐Ÿ“ˆ The video includes a case study of setting up a lead generation chatbot for an education business, showcasing the potential applications of GPTs.
  • ๐Ÿ“ The script emphasizes the importance of having a knowledge base document, prompting, and actions to create a functional GPT for business use.
  • ๐Ÿ”‘ Obtaining an OpenAI API key and an Airtable API key are crucial steps in the setup process for accessing AI models and managing leads.
  • ๐Ÿ”ง The video provides templates and code for viewers to clone and customize for their own business needs.
  • ๐ŸŽฏ The script introduces 'Agentive', a tool under development by Morningside AI that aims to simplify the creation process of GPTs for businesses.
  • ๐ŸŽ The first 500 individuals to sign up for the Agentive beta test will receive 12 months of free access.
  • ๐Ÿ“Š The video also touches on the limitations of using custom GPTs solely within chat platforms, highlighting the benefits of deploying them across different channels.
  • ๐Ÿ’ก The tutorial concludes with a live demonstration of the lead generation chatbot in action, showing its effectiveness in capturing leads and providing information.

Q & A

  • What is the main topic of the video?

    -The main topic of the video is how to connect custom GPTs to WhatsApp for business purposes, such as customer support, lead generation, and appointment setting.

  • Why is integrating GPTs with WhatsApp beneficial?

    -Integrating GPTs with WhatsApp is beneficial because it allows access to over 2 billion monthly active users, automating key business tasks and potentially increasing customer engagement and sales.

  • What is the role of the Assistant API in this process?

    -The Assistant API is used to create and deploy the custom GPT functionality to different channels like WhatsApp, allowing for more flexibility and broader application of the GPT technology.

  • How does the video instructor plan to demonstrate the integration?

    -The video instructor plans to demonstrate the integration by setting up a WhatsApp lead generation chatbot for their own education business, from start to finish.

  • What are the three key components of the GPTs being built?

    -The three key components of the GPTs being built are knowledge, prompting, and actions.

  • What is the purpose of the knowledge base document?

    -The knowledge base document provides the AI with essential information about the program or product, enabling users to ask questions and receive accurate responses before lead capture.

  • How can one obtain an OpenAI API key?

    -To obtain an OpenAI API key, one must create an account on the OpenAI platform, navigate to the API key section, and create a new key. It is also necessary to add a payment method and purchase credits for the account.

  • What is required to connect Repl to Mini Chat and WhatsApp?

    -To connect Repl to Mini Chat and WhatsApp, one needs to sign up for Mini Chat, create a WhatsApp business account, and set up a trigger and automation within Mini Chat using a keyword and an external request.

  • How does the lead capture functionality work in the chatbot?

    -The lead capture functionality works by prompting the user for their name and phone number when they seem ready to convert. This information is then logged to a CRM using Airtable.

  • What is Agentive and how does it simplify the process?

    -Agentive is a tool developed by Morningside AI that simplifies the creation process of GPTs for businesses. It reduces the need for custom coding and allows for easier implementation of GPT technology.

  • How can one stay updated on the latest developments and access resources for building GPTs?

    -One can stay updated by subscribing to the video instructor's channel, joining the AI business accelerator, and signing up for the free Telegram group. All templates and resources are available on the instructor's resource hub.

Outlines

00:00

๐Ÿš€ Introduction to WhatsApp Integration for GPTs

The video begins with the creator, Li Otley, introducing the purpose of the video, which is to guide viewers on how to connect custom GPTs to WhatsApp. This integration aims to tap into WhatsApp's massive user base for business automation tasks such as customer support, lead generation, and appointment setting. Li shares his experience and provides a solution to the common challenges faced when connecting AI to WhatsApp. He also introduces his AI development company, Morningside AI, and his community of AI agency owners. The video's main focus is on building a lead generation chatbot for Li's AAA Accelerator program, which will be used to capture leads and store them in a CRM using Airtable.

05:01

๐Ÿ› ๏ธ Setting Up the OpenAI and Airtable API Keys

In this paragraph, Li instructs viewers on the necessary steps to obtain and set up the OpenAI and Airtable API keys. He emphasizes the importance of having a proper API key for the OpenAI platform to access the latest models and ensure the functionality of the chatbot. Li also explains the process of adding credits to the OpenAI account for seamless operation. Furthermore, he details the steps to acquire an Airtable API key and correctly configure it within the application. This setup is crucial for the chatbot to access and store data in the CRM.

10:01

๐Ÿ”ง Configuring the Mini Chat and WhatsApp Integration

Li continues the tutorial by guiding viewers on how to set up Mini Chat to connect with WhatsApp. He provides a step-by-step walkthrough on signing up for Mini Chat, linking it with a Facebook account, and creating a WhatsApp business account for integration. The paragraph details the process of configuring the trigger within Mini Chat using a keyword and the need for a Pro account to utilize this feature. Li also explains how to set up the thread creation and modification within Mini Chat to ensure proper communication with the WhatsApp business number.

15:02

๐Ÿ’ฌ Testing and Troubleshooting the WhatsApp Chatbot

The final paragraph focuses on testing the newly created WhatsApp chatbot and troubleshooting potential issues. Li demonstrates how to send a test message to the WhatsApp business number and monitors the response generated by the chatbot. He also shows how to check the status of the request sent to OpenAI and how to handle lead capture within the conversation. In case of errors, Li explains the process of assigning the conversation to a human for better handling. The paragraph concludes with Li encouraging viewers to sign up for his AI business accelerator and join his Telegram group for continuous learning and support.

Mindmap

Keywords

๐Ÿ’กCustom GPTs

Custom GPTs, or Generative Pre-trained Transformers, are AI models that have been tailored to specific use cases or domains. In the context of the video, these custom GPTs are created by users to perform specialized tasks and are integrated with platforms like WhatsApp to automate processes such as customer support or lead generation. The video aims to guide users on how to connect their custom GPTs to WhatsApp, leveraging its vast user base for business applications.

๐Ÿ’กWhatsApp

WhatsApp is a widely-used messaging app with over 2 billion monthly active users. It allows people to send messages, make voice or video calls, and share media or documents. In the video, the presenter explains how to integrate custom GPTs with WhatsApp to create automated chatbots that can engage with users, answer questions, and capture leads, thus enhancing business operations and customer interaction.

๐Ÿ’กLead Generation

Lead generation is the process of identifying and cultivating potential customers for a business's products or services. In the video, the presenter focuses on using a custom GPT to generate leads through WhatsApp by providing information about an educational program and capturing user details when they express interest, which can then be used for sales follow-up.

๐Ÿ’กCustomer Support

Customer support refers to the assistance provided to customers in need of help or guidance with a product or service. In the tutorial, the presenter discusses the potential of using custom GPTs for automating customer support tasks within a business via WhatsApp. This could involve answering frequently asked questions or directing customers to the appropriate resources, thereby improving efficiency and customer satisfaction.

๐Ÿ’กAPI

An API, or Application Programming Interface, is a set of protocols and tools that allows different software applications to communicate with each other. In the video, the presenter mentions using the OpenAI API to connect custom GPTs with WhatsApp, which involves using the API to facilitate the exchange of data between the AI model and the messaging platform.

๐Ÿ’กReplit

Replit is an online platform that allows users to write, run, and collaborate on code in various programming languages. In the video, the presenter uses Replit to clone and modify code for the custom GPT integration with WhatsApp, showcasing how this platform can be utilized to develop and test the AI chatbot before deploying it to a live environment.

๐Ÿ’กAirtable

Airtable is a cloud-based collaboration platform that combines the functionality of spreadsheets and databases. It is used in the video to manage and store lead information captured through the WhatsApp GPT chatbot. The platform allows for easy organization and access to data, making it an ideal choice for CRM (Customer Relationship Management) purposes.

๐Ÿ’กKnowledge Base

A knowledge base is a collection of information, data, or skills that is used to support decision-making, problem-solving, or other tasks. In the context of the video, the knowledge base is a document that contains all the information the GPT needs to know about the educational program it is promoting on WhatsApp. This ensures that the AI can provide accurate and relevant responses to user inquiries.

๐Ÿ’กLead Capture

Lead capture is the process of collecting and recording information from potential customers who express interest in a product or service. In the video, the GPT chatbot is designed to engage with users on WhatsApp, provide them with information, and when they are ready to learn more or make a purchase, the chatbot captures their contact details, such as their phone number and full name.

๐Ÿ’กMini Chat

Mini Chat is a platform that enables integration of chatbots with messaging services like WhatsApp. It facilitates the communication between the AI and the messaging app's users. In the video, Mini Chat is used to connect the custom GPT with WhatsApp, allowing the AI to send and receive messages, and automate interactions with users on the messaging platform.

๐Ÿ’กCRM

CRM stands for Customer Relationship Management, which is a strategy for managing a company's interactions with current and potential customers. It involves using technology to organize, automate, and synchronize sales, marketing, customer service, and technical support. In the video, the GPT chatbot captures leads and logs them into a CRM system, such as Airtable, for future follow-up and relationship building with potential customers.

Highlights

The video provides a step-by-step tutorial on connecting custom GPTs to WhatsApp.

Custom GPTs can be utilized to automate key business tasks such as customer support, lead generation, and appointment setting.

The tutorial demonstrates setting up a WhatsApp lead generation chatbot for an education business.

Templates and code used in the video are available for viewers to use in their own business.

The process involves using the Assistant API within Replit and connecting Replit to Mini Chat.

Mini Chat automates messages to WhatsApp, tapping into its over 2 billion monthly active users.

The video emphasizes the difference between GPTs built on chat GPT sites and those connected to different applications like WhatsApp.

The tutorial covers how to change the knowledge base, prompting, and tools within the GPT functionality.

An OpenAI API key is required and must be added to Replit's secrets panel for the integration to work.

Airtable is used to log lead information, such as phone numbers and names.

The video introduces Agentive, a tool by Morningside AI that simplifies the creation process of GPTs.

Agentive aims to reduce the need for custom code and make GPT integration easier for businesses.

A beta test for Agentive is launching, with the first 500 sign-ups receiving a year of free access.

The tutorial also touches on how to deploy the application to production-grade servers for business use.

The video concludes with a live demonstration of the WhatsApp chatbot in action, showing its effectiveness in lead capture.

The presenter, Li Otley, offers additional resources and support through his AI business accelerator and free Telegram group.

The video encourages viewers to subscribe for more content on building powerful GPTs for various applications.